# Somerset Advisory, LLC

> Somerset Advisory, LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 343852
- Filed as: SOMERSET ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343852
- AdvisorCensus page: https://advisorcensus.com/firm/somerset-advisory-llc-birmingham-al-343852

## Quick answers

**How is Somerset Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Somerset Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Somerset Advisory, LLC located?**
Somerset Advisory, LLC's principal office is in Birmingham, AL, according to its Form ADV.

**Is Somerset Advisory, LLC registered with the SEC or a state?**
Somerset Advisory, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343852.

**How much does Somerset Advisory, LLC manage?**
Somerset Advisory, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 31, 2026.

**Does Somerset Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343852

**What changed in Somerset Advisory, LLC's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @somersetadvisory

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Somerset Advisory, LLC (CRD 343852): Form ADV filing data as of October 2026.